Consultant

Owen & Associates; Collingwood; Remote; CAD 80,000 - 100,000; Full time

Job summary

Owen & Associates is a Canadian advisory firm focused on employee benefits, retirement solutions and plan administration. As a Consultant, you will own a portfolio of Canadian Group Benefits and Retirement clients, guiding renewals, plan decisions and implementation with a collaborative team.

You will translate complex data into practical recommendations, lead client meetings, and ensure accuracy and quality across analyst deliverables while staying current with legislation and market

Qualifications

• Post-secondary education in business, human resources, finance, insurance or a related field, or an equivalent combination of education and experience.
• Meaningful experience in Canadian Group Benefits consulting, brokerage, underwriting, account management or a closely related advisory environment.
• Strong working knowledge of Group Benefits programs; experience with Retirement programs is an asset.
• Experience managing client relationships and a portfolio of concurrent renewals, projects and service commitments.
• Ability to interpret claims, renewal, plan performance and market information and translate findings into practical recommendations.
• Confidence leading client meetings, presenting recommendations and navigating sensitive or complex discussions.
• Ability to delegate, review work and provide constructive guidance to Analysts while maintaining accountability for outcomes.
• Microsoft 365 and approved business systems and digital tools proficiency.
• All licences, registrations, certifications or professional qualifications required to perform the role, or the ability to obtain and maintain them as a condition of employment.

Responsibilities

• Act as a trusted advisor and primary point of contact for an assigned portfolio of clients.
• Manage client commitments, renewals, implementations, ongoing service activities, dependencies and deadlines.
• Analyze claims, utilization, renewal, plan performance, pricing and other relevant client or market information.
• Identify material trends, risks, opportunities and implications, evaluate options and develop clear, evidence-supported recommendations.
• Lead client meetings, stewardship reviews, renewal presentations, employee education sessions and other expected discussions.
• Explain technical information, recommendations and trade-offs clearly for different audiences and support informed client decisions.
• Oversee renewal, marketing and implementation activities and coordinate work across Analysts, internal teams, carriers and service partners.
• Review client deliverables for accuracy, completeness and consistency, and maintain clear, traceable records of decisions, approvals and supporting information.
• Delegate work to Analysts with clear outcomes, authority, deadlines and review expectations while remaining accountable for the client outcome.
• Provide timely feedback, guidance and knowledge sharing that builds Analyst capability and independence.
• Identify and communicate delivery, quality, compliance or client risks early and take practical action to address them.
• Maintain current knowledge of legislation, products, market developments, technology and consulting practices relevant to Group Benefits and Retirement programs.

Skills

Client relationship management

Analytical thinking

Communication skills

Microsoft 365 proficiency

Licenses & certifications

Education

Post-secondary education in business, human resources, finance, insurance or related field

Job description

Remote (Ontario)

$80,000–$100,000 per year

Who We Are

Owen & Associates is a people-first Canadian advisory firm specializing in employee benefits, retirement solutions and plan administration. Our purpose is simple: to take care of people.

Our vision is to set a new standard for the benefits experience in Canada, for employers and their people. We pursue that vision by combining exceptional people, deep Canadian expertise and intelligent technology to make benefits easier to manage, easier to understand and better to experience.

For almost 30 years, we have helped organizations of all sizes, including some of the world’s most recognized technology companies, create better outcomes for their employees. With close to 60 employees across Canada, we continue to grow through trusted guidance, strong relationships, thoughtful innovation and a collaborative culture.

About the Role

Build trusted client relationships. Turn complex benefits information into meaningful advice. Help employers make better decisions for their people. As a Consultant at Owen & Associates, you will own a portfolio of Canadian Group Benefits and Retirement clients and guide them through renewals, plan decisions, implementations, and ongoing program needs.

This is an opportunity to combine analytical thinking with genuine client connection. You will lead conversations, translate data into practical recommendations, and work with a collaborative team of Analysts, specialists, and carrier partners to deliver thoughtful solutions. You will also help others grow through clear direction, feedback, and knowledge sharing.

What You’ll Do

• Act as a trusted advisor and primary point of contact for an assigned portfolio of clients.


• Manage client commitments, renewals, implementations, ongoing service activities, dependencies and deadlines.


• Analyze claims, utilization, renewal, plan performance, pricing and other relevant client or market information.


• Identify material trends, risks, opportunities and implications, evaluate options and develop clear, evidence-supported recommendations.


• Lead client meetings, stewardship reviews, renewal presentations, employee education sessions and other expected discussions.


• Explain technical information, recommendations and trade-offs clearly for different audiences and support informed client decisions.


• Oversee renewal, marketing and implementation activities and coordinate work across Analysts, internal teams, carriers and service partners.


• Review client deliverables for accuracy, completeness and consistency, and maintain clear, traceable records of decisions, approvals and supporting information.


• Delegate work to Analysts with clear outcomes, authority, deadlines and review expectations while remaining accountable for the client outcome.


• Provide timely feedback, guidance and knowledge sharing that builds Analyst capability and independence.


• Identify and communicate delivery, quality, compliance or client risks early and take practical action to address them.


• Maintain current knowledge of legislation, products, market developments, technology and consulting practices relevant to Group Benefits and Retirement programs.

What You Bring

• Post-secondary education in business, human resources, finance, insurance or a related field, or an equivalent combination of education and experience.


• Meaningful experience in Canadian Group Benefits consulting, brokerage, underwriting, account management or a closely related advisory environment.


• Strong working knowledge of Group Benefits programs; experience with Retirement programs is an asset.


• Experience managing client relationships and a portfolio of concurrent renewals, projects and service commitments.


• Ability to interpret claims, renewal, plan performance and market information and translate findings into practical recommendations.


• Confidence leading client meetings, presenting recommendations and navigating sensitive or complex discussions.


• Strong judgement, organization and follow-through, with the ability to manage competing priorities and changing requirements.


• High attention to accuracy, documentation, confidentiality, compliance and quality.


• Ability to delegate, review work and provide constructive guidance to Analysts while maintaining accountability for outcomes.


• Clear written and verbal communication skills and a collaborative, service-focused approach.


• Ability to use Microsoft 365 and approved business systems and digital tools effectively and responsibly.


• All licences, registrations, certifications or professional qualifications required to perform the role, or the ability to obtain and maintain them as a condition of employment.

Why Join Owen

Our values shape how we work together, serve our clients, partners and members, and contribute to our community.

CARE | We take care of people. You’ll join a team-first environment where colleagues support one another, build trust, communicate respectfully, and help others succeed.

ACCOUNTABILITY | We own the outcome. People follow through on commitments, communicate early, take responsibility for results, and contribute to shared success.

EXPERTISE | We make it simple. We value sound judgement, continuous learning, and the ability to turn complex work into clear, practical, high-quality outcomes.

IMPROVEMENT | We keep improving. You’ll have opportunities to strengthen systems, use technology thoughtfully, support meaningful change, and build for the future.

General Information

This job posting is for an existing vacancy.

Artificial Intelligence (AI) and job-related assessments may be used to assist in screening applications; all employment decisions involve human review.

Learn more at: https://owenandassoc.com

Equal Opportunity & Accessibility

Owen & Associates is committed to an inclusive and accessible workplace. We welcome applications from all qualified individuals. Accommodations are available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).